16.01 Billing Types

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16.01 Billing Types

Billing types are system configurable types which you can define and UNItekTIME allow System Administrator to create own billing types. UNItekTIME provides few pre-defined billing types which can be renamed or edited according to organization needs.
System Administrator can set up billing types using Admin Options > Billing Types
There are two types of billing category which you can set up using billing type setup.
  1. Employee
    1. Hourly
    2. Monthly
  2. Project / Client
    1. Per Hour
    2. Fixed Bid

Adding New Billing Type:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Billing Setup.
  1. Click Billing Types icon.
  1. Click on the button +Add Billing Type at the top-right of the screen.
  1. In the Add Billing Type screen that appears:
    1. Enter the name of the Billing Type in the first field.
    2. Select billing category (select Employee if you are defining billing type of employee billing. Select Project/Client if you want to add billing type for the project).
    3. Click on Add Billing Type to add this to the system.

Editing Billing Type:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Billing Setup.
  1. Click Billing Types icon.
  1. In Billing type List, click on Options gear icon against the type which you want to edit and select Edit Billing Type.
  1. In the Edit Billing Type screen that appears:
    1. Update your required modification in Billing Type form.
    2. Click on Update Billing Type button to update this record.

Disabling Billing Type:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Billing Setup.
  1. Click Billing Types icon.
  1. In Billing type List, click on Options gear icon against the type which you want to disable and select Edit Billing Type.
  1. In the Edit Billing Type screen that appears:
    1. Click on the Disabled switch and change it to Yes.
    2. Click on Update Billing Type button to update this record.

Deleting billing type:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Billing Setup.
  1. Click Billing Types icon.
  1. In Billing type List, click on Options gear icon against the type which you want to delete.
    1. Click on Delete.
    2. Click on OK to confirm deletion on the dialog box.
Article ID: 75, , Modified: 3/23/2021 at 8:24 PM

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